+566.6%
SCHD vs URI
+4,427.5%
-3,860.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.2% |
| 7D | -0.3% | -2.0% | +1.7% | +0.1% |
| 30D | +3.4% | -12.9% | +16.4% | +6.5% |
| 3M | +7.6% | -6.7% | +14.4% | +8.8% |
| 6M | +12.2% | +19.0% | -6.8% | +6.4% |
| YTD | +29.0% | +25.5% | +3.4% | +20.2% |
| 1Y | +30.3% | +5.5% | +24.8% | +26.0% |
| 3Y | +56.1% | +111.3% | -55.2% | +25.5% |
| 5Y | +60.4% | +198.6% | -138.1% | +16.1% |
| 10Y | +241.3% | +1,179.9% | -938.6% | +73.6% |
| All | +566.6% | +4,427.5% | -3,860.9% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling